PFG
WFM

Piershale Financial Group’s Whole Foods Market Inc WFM Stock Holding History

Piershale Financial Group’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5
Closed – – 163
2016
Q3 		$0 Hold
5
– – ﹤0.01% 179
2016
Q2 		$0 Hold
5
– – ﹤0.01% 170
2016
Q1 		$0 Hold
5
– – ﹤0.01% 225
2015
Q4 		$0 Hold
5
– – ﹤0.01% 221
2015
Q3 		$0 Buy
+5
New +$177 ﹤0.01% 179
2015
Q2 		– Sell
-5
Closed – – 162
2015
Q1 		$0 Hold
5
– – ﹤0.01% 188
2014
Q4 		$0 Hold
5
– – ﹤0.01% 182
2014
Q3 		$0 Buy
+5
New +$191 ﹤0.01% 215

Other funds holding WFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Piershale Financial Group's WFM Position: Q4 2016 in Review

Piershale Financial Group sold out of Whole Foods Market Inc (WFM) in Q4 2016, closing a stake of 5 shares.

Piershale Financial Group first reported a position in WFM in Q3 2014 and held it in 8 quarters. The position peaked at $0 in Q3 2016. 640 funds tracked by Wall St. Rank hold WFM as of Q4 2016.

  • Piershale Financial Group reported no remaining Whole Foods Market Inc position as of Q4 2016 after selling out during the quarter.
  • Piershale Financial Group sold 5 Whole Foods Market Inc shares in Q4 2016.
  • Piershale Financial Group first reported a position in Whole Foods Market Inc in Q3 2014 and held it in 8 quarters.
  • Piershale Financial Group's Whole Foods Market Inc position peaked at $0 in Q3 2016.
  • 640 funds tracked by Wall St. Rank held Whole Foods Market Inc as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.